2024-09-10T13:31:39-05:00 2023-12-31 852685067 LIFETIME TAX MANAGEMENT LLC 801 CORPORATE CENTER DRIVE RALEIGH NC 276075243 990PF 2023-01-01 862480905 ESPERE FOUNDATION ESPE 9192711118 1719 PHILLIPS DRIVE SANFORD NC 273308995 DR MARION BUTLER PATE III PRESIDENT & DIRECTOR 9192711118 2024-09-10 1 1 XIAOPING JIANG CPA P01875090 9194651265 2024-09-10 2023 2024-08-08 14:25:15Z X 171149 X X 65 65 1534 1382 -6346 53906 0 -4747 1447 0 0 0 1713 0 0 2203 0 0 44 0 0 3960 0 0 32613 32613 36573 0 32613 -41320 1447 11591 8772 8772 166002 162377 162377 177593 171149 171149 0 0 X 177593 171149 177593 171149 177593 171149 177593 -41320 34876 171149 0 171149 ST COVERED STOCK SALES 2022 2062 -40 -40 LT COVERED STOCK SALES 48949 58190 -9241 -9241 CAPITAL GAINS DIVIDENDS P 2935 2935 2935 -6346 20 0 20 0 20 0 0 0 0 0 0 20 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A DR MARION B PATE III 9192711118 1719 PHILLIPS DR SANFORD NC 27330 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR MARION BUTLER PATE III 1719 PHILLIPS DR SANFORD NC 27330 PRESIDENT & DIRECTOR 0.00 0 0 0 LINDA RUTH PATE 1719 PHILLIPS DRIVE SANFORD NC 27330 SECRETARY-TREASURER 0.00 0 0 0 THERESA LEIGH JORDAN 8266 WILLIAM WALLACE DR SUMMERFIELD NC 27358 VICE PRESIDENT 0.00 0 0 0 MAJOR MATTHEW T PATE 3440 SAN JOSE PL DULLES VA 20189 DIRECTOR 0.00 0 0 0 TYLER RYAN JORDAN 8266 WILLIAM WALLACE DR SUMMERFIELD NC 27358 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 0 0 171149 171149 0 0 171149 2567 168582 8429 8429 20 20 8409 0 8409 0 8409 32613 0 32613 8409 0 0 14537 40800 55337 32613 0 0 0 8409 24204 0 0 79541 0 0 0 0 0 0 0 79541 14537 40800 24204 DR MARION BUTLER PATE III LINDA RUTH PATE X ST FRANCIS ANGLICAN PARISH 1089 WILKINS DRIVE SANFORD NC 27330 CHARITY 350 ANGLICAN FRONTIER MISSIONS 1101 FOREST AVE 206 RICHMOND VA 23229 CHARITY 1021 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GREENSBORO SCIENCE CENTER 4301 LAWNDALE DR GREENSBORO NC 27455 CHARITY 1000 HELPING HAND CLINIC 507 N STEELE ST SANFORD NC 27330 CHARITY 1000 INTO AFRICA 1402 S STARGLOW DR TUSCON AZ 85713 CHARITY 2000 NC ZOO 4401 ZOO PARKWAY ASHEBORO NC 27205 CHARITY 1000 NC ZOO 4401 ZOO PARKWAY ASHEBORO NC 27205 CHARITY 1000 ST FRANCIS ANGLICAN PARISH 1089 WILKINS DRIVE SANFORD NC 27330 CHARITY 3333 TRINITY SCHOOL FOR MINISTRY 311 ELEVENTH ST AMBRIDGE PA 15003 CHARITY 1000 ATRIUM HEALTH WAKE FOREST BAPTIST PO BOX 571021 WINSTONSALEM NC 27157 CHARITY 1294 ATRIUM HEALTH WAKE FOREST BAPTIST PO BOX 571021 WINSTONSALEM NC 27157 CHARITY 1035 NC STATE UNIVERSITY CAMPUS BOX 7474 RALEIGH NC 27695 CHARITY 1250 TRINITY SCHOOL FOR MINISTRY 311 ELEVENTH ST AMBRIDGE PA 15003 CHARITY 1000 MISSIONS ABLAZE 1 HOSPITAL HILL ROAD TONGAAT DURBAN SF CHARITY 500 ANGLICAN RELIEF AND DEVELOPMENT FUND 140 N OCOEE ST STE 102 CLEVELAND TN 37311 CHARITY 515 RICE UNIVERSITY 6100 MAIN STREET MS 375 HOUSTON TX 77005 CHARITY 50 WDAV CLASSICAL PUBLIC RADIO 209 RIDGE ROAD PO BOX 5000 DAVIDSON NC 28035 CHARITY 250 ST FRANCIS ANGLICAN PARISH 1089 WILKINS DRIVE SANFORD NC 27330 CHARITY 3333 THE CHURCH OF THE ADVENT 240 E NEW HAMPSHIRE AVE SOUTHERN PINES NC 28387 CHARITY 1000 ALL SAINTS CHRISTIAN ACADEMY 384 HILLMON GROVE RD CAMERON NC 28326 CHARITY 6000 ALL SAINTS CHRISTIAN ACADEMY 384 HILLMON GROVE RD CAMERON NC 28326 CHARITY - INTERNET ROUTER AND SATELLITE NETWORK SYSTEM WITH WARRANTY 482 32613 ANGLICAN FRONTIER MISSIONS 1101 FOREST AVE 206 RICHMOND VA 23229 CHARITY 2041 2041 65 1534 -6346 0 0 -4747 -4747 3 ADDS TO THE FUNDS AVAILABLE TO CARRYOUT OUR MISSION 4 ADDS TO THE FUNDS AVAILABLE TO CARRYOUT OUR MISSION 8 ADDS TO THE FUNDS AVAILABLE TO CARRYOUT OUR MISSION 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1713 0 0 WELLS FARGO SECURITIES 162377 162377 UNREALIZED GAINS/LOSSES 30126 REALIZED GAINS/LOSSES 4750 WELLS FARGO ADVISORY FEES 2203 0 0 2022 INCOME TAX 44 0 0